balanceAAP Table of Contents

Plans

• Recent Plans, Open Plan, and Plan ListsDelete Plan
• Create Plan
• About Creating Sub plans for a Master Plan

(Plan) Home

• Plan Home
• Plan Activities Buttons
• Universal Tools

Settings

• Plan Information
• Archive Setting
• Allow Berkshire Support to View/Edit Plan
• Protected Classes
• Plan Codes (Master Plan only)
• Plan Settings
• Availability Calculation Settings
• Reporting Levels > Drilldowns (Optional)
• Master Plan Reporting Levels > Rollups and Plan Groups
• REACH Assignment

Data

• Reference Tables (and Tools)Job Group, Job Code, Department, Applicant Disposition, Termination
• Delete Unused Reference Codes
• Data Tables (and Tools)Roster, Applicant, New Hire
• Universal Table Controls for Editing Data
• Match Applicants and New Hires
• Reviewing Master Plan Data
• Import
• Errors
• Errors > Reports
• Correcting Errors in a Master Plan
• File Consistency
• File Consistency Report and Batch Operations
• Correcting Issues in a Master Plan
• Advanced (Optional Operations)
• Export Data
• User‑Defined Personnel Actions
• User Fields
• Batch Operations (for Data)

History

• History Source
• (Master and) Sub Plan History Source

IWD/Veterans

• IWD/Veterans
• Develop IWD/Veterans Metrics in a Master Plan
• About Related IWD/Veterans Reports

Reports Narratives

• Reports > Export Settings
• Reports > Filter
• Narratives (and Settings)
• Edit Tags & Values
• Edit and Review Narrative Templates
• Work with Narratives in a Master Plan

Publish Plan

• Reporting and Dashboard Settings

Reporting

• Filter
• Select Reports
• (Compensation) Data
• BALANCEhub Settings
• EEO-1
• Tools for Multiple EEO-1 Reports
• VETS-4212
• Tools for Multiple VETS-4212 Reports